Adheris Health Limited · ASX:AHE
Adheris Health — Q3 FY2025 Earnings Presentation
10 slides from Adheris Health's earnings presentation, Apr 30, 2025
Slide 1: 3Q FY25 Update
MedAdvisor Solution Overview ASX:MDR 3Q FY25 Update 30 April 2025 Rick Ratliff CEO and Managing Director Ancila Desai CFO and Company Secretary
Slide 2: Important notice and disclaimer
Important notice and disclaimer This presentation provides general information about completeness of the information or for any of the opinions regulatory requirements. This presentation does not constitute MedAdvisor Solutions which is current at the date this contained herein or for any errors, om
Slide 3: 3Q FY25 business summary
3Q FY25 business summary Difficult Quarter Hides Strong Foundational Improvement Group AUD ($m) 3Q FY25 3Q FY24 Change • Fast tracking US commercial team restructure and accelerated cost savings implementation • Strategic review progressing well – to complete by June 2025 Revenue $12.3 $24.2 -49.2%
Slide 4: US business - Positioned for growth
US business - Positioned for growth Addressing FY25 challenges, capturing market opportunities Sales Execution Underperforming US commercial organisation impacting growth Actions taken and underway: •Low-level sales engagement & limited customer diversification •Restructured sales team with appointm
Slide 5: US business – Revenue and pipeline
US business – Revenue and pipeline Primed for accelerated growth and margin expansion in FY26 Strategic initiatives Pipeline by category (April 2025) • Optimise sales cycle to drive pipeline conversion. 2H FY25 Weighted Revenue by Brand Type 1H FY 26 Weighted Revenue by Brand Type • Drive growth thr
Slide 6: ANZ business
ANZ business Market leader with strong track record and forecasted growth Focused strategic initiatives Clear pathways for additional growth • Continue price restructuring by standardising SaaS fees. • Increased transaction fees aligned with value to customers • Leverage recently announced Women’s H
Slide 7: Accelerated cost-out program
Accelerated cost-out program Delivering ~A$12.8m1 savings between FY24 to FY26 through new targeted cost-out initiatives and transformation 360⁰ • Total expected savings in FY25 and FY26 is A$4.5m and A$8.4m, respectively. • Expected OPEX savings resulting from the implementation of Transformation 3
Slide 8: Strategic review
Strategic review Addressing the valuation disconnect • As announced on 13 November 2024 and in subsequent updates, the strategic review is expected to conclude at or around 30 June 2025. • The review was initiated to consider initiatives to bridge the valuation gap the directors believe exists betwe
Slide 9: Outlook
Outlook Positioned for strong growth and higher margins Key investment highlights FY25 Guidance •Strengthened US sales structure to de-risk and accelerate revenue growth FY 23a FY 24a FY 25e •Margin expansion via Launch of THRiV next-gen patient engagement platform in the US Revenue A$98.0m A$122.1m
Slide 10: Thank You
Thank You 10 3Q FY25 Investor Presentation